Compound & Edge - Institutional Memory and Intelligence System for Investment Banking, Equity Research, and Consulting
Alpha Memory
for Executive AccessAlpha Memory
for Executive Access
Every CFO/COO conversation generates high-value insight — but most of it evaporates after the call. Compound and Edge turns those discussions into a permanent institutional intelligence layer your entire firm can leverage.
Turn exec access conversations into institutional Alpha
Insight that compounds instead of disappearing
Leverage institutional intelligence as competitive moat
Your firm's accumulated insights become competitive advantages in client conversations.
The Irreplaceable Competitive Moat
Intelligence
Access industry insights instantly for deal preparation
Accelerate client deliverables with firm-wide intelligence
Scale insights to sales team and investment banking team
Close deals faster with sector expertise at your fingertips
Recall any senior insight on command
Query your own institutional intelligence like an expert does — with precise citations to every original conversation.
Three CFOs mentioned...
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Automatically structure strategic intelligence
Every conversation is intelligently structured. AI agents extract key insights, tag entities, and organize knowledge for instant retrieval. Not just transcription—systematic intelligence architecture.
Measurable efficiency gains across your firm
Analyst time reclaimed weekly from search and manual summarization
Deal preparation time with instant access to relevant insights
Not hours—to prepare for high-stakes client meetings
Impact metrics based on enterprise knowledge management benchmarks and pilot program results
Custom AI implementation from Compound & Edge, not plug-and-play software
We build tailored multi-agent systems with enterprise-grade evaluation frameworks. Every AI capability is tested against real-world use cases before deployment—and continuously refined based on expert feedback from your team.
Discovery & Integration
We analyze your conversation workflows and identify high-value use cases. Integration with your existing platforms (Teams, Zoom) and internal systems ensures seamless deployment into your infrastructure.
Build Evaluation Datasets
We develop evaluation datasets representing your specific conversation types—management calls, expert discussions, client meetings. Your team grades AI outputs for accuracy, relevance, and completeness before any production deployment.
Deploy with Continuous Testing
Daily regression testing with sample questions identifies weaknesses and ensures system reliability. We stay involved to monitor performance, refine prompts, and evolve the eval framework as your needs change. No "launch and leave."
Expert validation and continuous testing
Advisors and prompt engineers evaluate AI outputs using standardized grading criteria. Automated daily regression testing catches performance issues. Your team reviews AI-generated content before client use—maintaining the balance between automation efficiency and expert oversight required for compliance and quality.
Does the system surface the most relevant conversations for each query without missing critical insights?
Can AI accurately condense conversations into actionable insights without introducing errors?
Are companies, executives, and topics correctly identified and tagged across all conversation types?
Typical implementation: 16-20 weeks from kickoff to production, with ongoing optimization and support.
Enterprise-grade data security
Your conversations and strategic intelligence remain completely private and secure on our infrastructure.
Complete Data Privacy
Your conversations and insights remain private and accessible only to your firm. Complete data isolation ensures institutional intelligence stays within your organization.
End-to-End Encryption
AES-256 encryption for data at rest. TLS 1.3 for data in transit. Industry-standard encryption protects your strategic intelligence at every stage.
Role-Based Access Control
Granular permissions ensure team members only access conversations they're authorized to see. Full audit logs track all system activity.
Secure AI Processing
Your data is never used to train models and is processed securely within our infrastructure with strict privacy controls.
Your compliance, our security
Financial institutions maintain their own call recording compliance (FINRA Rule 3170, SEC 17a-4). We focus on what matters: keeping your strategic intelligence secure, private, and accessible only to authorized users within your organization.